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20130318
20130326
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of this allocation and rotation that we're seeing in this market? josh brown, in terms of where we are in this bull market, looking to what's working now and what's working less, than at the beginning of this? >> i think the real key here is that a lot of the rally we've had has been driven by an expansion of p.e. multiple. in fact, this is probably one of the biggest p.e. expansion multiple rallies. and so what's come along with that is the fact that we're looking at things like housing, that actually make sentiment better, make people feel better. since the bottom in 2009, we've seen $1.5 trillion in household wealth, come back because of housing. last year, the stock market generated 400,000 new millionaire households. we're back to about 9 million millionaire households. so you can say it's the feds, the fed, the fed. but at the same time, wealth is increasing. and the game right now is to say, what is going to jar investor faith and confidence? what is going to force p.e. multiples to contract? and frankly, it could happen out of the blue, but it hasn't happened yet. and we do have actual impr
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